IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.51B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,409
New
Increased
Reduced
Closed

Top Buys

1
+$55M
2
+$6.41M
3
+$5.26M
4
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$4.85M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.29M

Top Sells

1
+$6.04M
2
+$5.02M
3
+$3.27M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.1M
5
DD
Du Pont De Nemours E I
DD
+$3.01M

Sector Composition

1 Financials 6.52%
2 Technology 6.21%
3 Healthcare 6.19%
4 Consumer Staples 5.36%
5 Industrials 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$212K 0.01%
8,522
-299
1102
$212K 0.01%
9,768
-184
1103
$211K 0.01%
6,961
+13
1104
$210K 0.01%
4,363
+3,965
1105
$210K 0.01%
8,214
-13,014
1106
$210K 0.01%
4,700
+1,375
1107
$210K 0.01%
16,378
-445
1108
$209K 0.01%
10,359
-109
1109
$209K 0.01%
11,131
-1,846
1110
$209K 0.01%
4,368
+256
1111
$209K 0.01%
6,819
+327
1112
$208K 0.01%
8,031
-480
1113
$208K 0.01%
19,324
-1,549
1114
$208K 0.01%
4,200
+1,025
1115
$207K 0.01%
5,536
-848
1116
$207K 0.01%
30,951
-770
1117
$207K 0.01%
8,819
+7
1118
$206K 0.01%
5,464
-15,032
1119
$206K 0.01%
6,196
+1,495
1120
$205K 0.01%
15,700
+1,000
1121
$204K 0.01%
4,329
-412
1122
$204K 0.01%
6,271
-969
1123
$203K 0.01%
5,243
-1,593
1124
$203K 0.01%
5,670
-893
1125
$203K 0.01%
10,559
-1,730
43 44
45
46 47